☆Single Point Partners, LLC
Quality Q
0.839
AUM ($M)
568
Positions
102
Turnover
0.02
Top-10 wt
74%
Herfindahl
0.117
History (qtrs)
6
Excess Return
-10.5%
AI Eval Run AI Eval
Holdings · 104 positions · portfolio value $568M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IVV funds › | ISHARES TR | TRIM | — | 29.4% | +0.2% | 166.7 | 222,628 | -1,376 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 9.8% | +0.2% | 55.5 | 720,093 | +4,937 | 5 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 8.8% | -0.5% | 50.1 | 1,598,788 | +36,741 | 5 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 6.4% | +0.4% | 36.3 | 244,736 | +1,019 | 5 | — |
| ☆IWB funds › | ISHARES TR | TRIM | — | 4.0% | -0.0% | 22.7 | 55,525 | -1,255 | 5 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 3.7% | -0.1% | 21.2 | 219,717 | +4,286 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 3.5% | -0.1% | 19.8 | 246,038 | +182,665 | 5 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | ADD | — | 2.9% | -0.2% | 16.6 | 329,001 | +11,575 | 5 | — |
| ☆ITOT funds › | ISHARES TR | ADD | — | 2.7% | +0.0% | 15.1 | 2,234,223 | +1,610 | 5 | — |
| ☆MUB funds › | ISHARES TR | TRIM | — | 2.4% | -0.3% | 13.8 | 128,051 | -1,746 | 5 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 2.2% | +0.0% | 12.7 | 153,639 | -4,598 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 2.0% | -0.0% | 11.4 | 37,745 | -1,482 | 5 | — |
| ☆FLOT funds › | ISHARES TR | ADD | — | 1.7% | -0.1% | 9.6 | 187,550 | +15,756 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 1.6% | +0.1% | 8.8 | 29,413 | -215 | 5 | — |
| ☆USHY funds › | ISHARES TR | ADD | — | 1.3% | -0.1% | 7.4 | 199,560 | +14,243 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 1.2% | +0.0% | 7.0 | 10,262 | +9 | 5 | — |
| ☆SUB funds › | ISHARES TR | TRIM | — | 1.2% | -0.2% | 6.7 | 62,504 | -674 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 1.2% | -0.0% | 6.6 | 92,241 | +309 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 1.0% | +0.0% | 5.5 | 14,854 | +107 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.9% | -0.0% | 5.4 | 7,205 | -279 | 5 | — |
| ☆IWV funds › | ISHARES TR | ADD | — | 0.8% | +0.0% | 4.6 | 10,695 | +6 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 0.8% | +0.1% | 4.5 | 61,893 | +11,966 | 5 | — |
| ☆SPEM funds › | SPDR INDEX SHS FDS | TRIM | — | 0.8% | -0.0% | 4.4 | 84,845 | -90 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 0.8% | -0.0% | 4.3 | 14,747 | -374 | 5 | — |
| ☆IXUS funds › | ISHARES TR | ADD | — | 0.6% | +0.0% | 3.6 | 190,730 | +1,215 | 5 | — |
| ☆VXF funds › | VANGUARD INDEX FDS | TRIM | — | 0.6% | +0.0% | 3.4 | 13,768 | -218 | 5 | — |
| ☆SHY funds › | ISHARES TR | TRIM | — | 0.5% | -0.1% | 2.7 | 32,557 | -191 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.5% | -0.0% | 2.6 | 44,097 | -654 | 5 | — |
| ☆VTES funds › | VANGUARD WELLINGTON FD | ADD | — | 0.3% | -0.0% | 1.8 | 17,369 | +1,812 | 5 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | ADD | — | 0.3% | +0.0% | 1.5 | 41,502 | +193 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.3% | +0.0% | 1.5 | 25,692 | +6 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.2% | -0.0% | 1.3 | 97,541 | -294 | 5 | — |
| ☆BKLC funds › | BNY MELLON ETF TRUST | ADD | — | 0.2% | +0.0% | 1.3 | 9,142 | +30 | 5 | +0.4% |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.2% | +0.0% | 1.2 | 3,309 | -260 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.2% | -0.0% | 1.1 | 3,482 | +1 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | ADD | — | 0.2% | -0.1% | 1.0 | 2,710 | +10 | 5 | — |
| ☆IVW funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 1.0 | 7,121 | +0 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.9 | 10,888 | +9,029 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.2% | -0.0% | 0.9 | 5,730 | +6 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.2% | -0.0% | 0.9 | 31,654 | -451 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.2% | +0.0% | 0.9 | 3,677 | +153 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | +0.0% | 0.9 | 29,671 | +599 | 5 | — |
| ☆XHLF funds › | BONDBLOXX ETF TRUST | TRIM | — | 0.1% | -0.0% | 0.8 | 16,835 | -328 | 3 | -20.9% |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.8 | 6,810 | +4,698 | 5 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | HOLD | — | 0.1% | +0.0% | 0.8 | 1,131 | +0 | 5 | — |
| ☆GBIL funds › | GOLDMAN SACHS ETF TR | TRIM | — | 0.1% | -0.0% | 0.8 | 7,851 | -453 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.1% | -0.0% | 0.7 | 1,945 | -28 | 5 | — |
| ☆ESGU funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.6 | 3,952 | +111 | 5 | — |
| ☆HYG funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.6 | 7,755 | -59 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.1% | +0.1% | 0.6 | 535 | +535 | 1 | +311.8% |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.1% | -0.0% | 0.6 | 7,349 | -56 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | ADD | — | 0.1% | -0.1% | 0.6 | 4,903 | +23 | 5 | — |
| ☆TIP funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.6 | 5,563 | +0 | 5 | — |
| ☆EFIV funds › | SPDR SERIES TRUST | ADD | — | 0.1% | +0.0% | 0.6 | 8,230 | +7 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | +0.0% | 0.5 | 11,233 | +0 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.1% | +0.0% | 0.5 | 626 | -25 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.1% | -0.0% | 0.4 | 1,234 | +32 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.1% | -0.0% | 0.4 | 853 | +0 | 5 | — |
| ☆JNK funds › | SPDR SERIES TRUST | TRIM | — | 0.1% | -0.0% | 0.4 | 4,349 | -70 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.1% | -0.0% | 0.4 | 1,998 | -142 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.1% | -0.0% | 0.4 | 1,391 | -71 | 5 | — |
| ☆AEP funds › | AMERICAN ELEC PWR CO INC | TRIM | — | 0.1% | -0.0% | 0.4 | 2,855 | -62 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.1% | +0.0% | 0.4 | 1,018 | +246 | 5 | +30.3% |
| ☆IWD funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.4 | 1,528 | -3 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.1% | -0.0% | 0.3 | 596 | +41 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.1% | -0.0% | 0.3 | 1,769 | +225 | 5 | — |
| ☆IBTI funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 14,996 | +14,996 | 1 | -20.5% |
| ☆IBTR funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 13,318 | +13,318 | 1 | -22.3% |
| ☆IBTQ funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 13,219 | +13,219 | 1 | -22.0% |
| ☆IBTJ funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 15,309 | +15,309 | 1 | -21.0% |
| ☆IBTP funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 13,044 | +13,044 | 1 | -22.0% |
| ☆IBTK funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 16,943 | +16,943 | 1 | -21.4% |
| ☆IBTO funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 13,718 | +13,718 | 1 | -21.6% |
| ☆IBTM funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 14,585 | +14,585 | 1 | -21.6% |
| ☆IBTL funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 16,393 | +16,393 | 1 | -21.4% |
| ☆SPHQ funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.1% | +0.0% | 0.3 | 3,599 | +7 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.1% | +0.0% | 0.3 | 1,264 | +132 | 3 | +22.2% |
| ☆EBC funds › | EASTERN BANKSHARES INC | ADD | — | 0.1% | +0.0% | 0.3 | 14,045 | +100 | 5 | — |
| ☆C funds › | CITIGROUP INC | HOLD | — | 0.1% | +0.0% | 0.3 | 2,200 | +0 | 4 | +30.0% |
| ☆GLW funds › | CORNING INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,185 | +1,185 | 1 | -49.9% |
| ☆MKSI funds › | MKS INC. | NEW | — | 0.1% | +0.1% | 0.3 | 670 | +670 | 1 | -1.0% |
| ☆PEG funds › | PUBLIC SVC ENTERPRISE GROUP | HOLD | — | 0.1% | -0.0% | 0.3 | 3,645 | +0 | 5 | — |
| ☆IVE funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 1,299 | +0 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.0% | +0.0% | 0.3 | 462 | +462 | 1 | +105.4% |
| ☆SCHC funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.0% | -0.0% | 0.3 | 5,525 | -16 | 5 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.0% | -0.0% | 0.3 | 1,201 | -50 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.0% | -0.0% | 0.3 | 759 | -10 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | NEW | — | 0.0% | +0.0% | 0.3 | 220 | +220 | 1 | -1.4% |
| ☆AXP funds › | AMERICAN EXPRESS CO | NEW | — | 0.0% | +0.0% | 0.2 | 729 | +729 | 1 | +24.2% re-entry |
| ☆LLY funds › | ELI LILLY & CO | NEW | — | 0.0% | +0.0% | 0.2 | 201 | +201 | 1 | +86.0% re-entry |
| ☆VSS funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.0% | -0.0% | 0.2 | 1,516 | -32 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.0% | -0.0% | 0.2 | 2,863 | -232 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 0.0% | -0.0% | 0.2 | 1,942 | +41 | 5 | +1.4% |
| ☆ABBV funds › | ABBVIE INC | NEW | — | 0.0% | +0.0% | 0.2 | 883 | +883 | 1 | +88.7% re-entry |
| ☆CTVA funds › | CORTEVA INC | HOLD | — | 0.0% | -0.0% | 0.2 | 2,524 | +0 | 2 | -27.5% |
| ☆DE funds › | DEERE & CO | NEW | — | 0.0% | +0.0% | 0.2 | 336 | +336 | 1 | +14.1% |
| ☆EFG funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 1,712 | +1,712 | 1 | +9.7% |
| ☆CAT funds › | CATERPILLAR INC | NEW | — | 0.0% | +0.0% | 0.2 | 200 | +200 | 1 | -27.0% |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | HOLD | — | 0.0% | -0.0% | 0.2 | 5,001 | +0 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | NEW | — | 0.0% | +0.0% | 0.2 | 2,407 | +2,407 | 1 | +0.2% |
| ☆ACWX funds › | ISHARES TR | ADD | — | 0.0% | -0.0% | 0.1 | 13,393 | +2,568 | 3 | +5.9% |
| ☆SMMD funds › | ISHARES TR | ADD | — | 0.0% | +0.0% | 0.0 | 22,779 | +4,887 | 5 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -946 | 0 | — |
| ☆T funds › | AT&T INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -7,438 | 0 | -84.7% re-entry |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 568 | 102 | 0.02 | 74% | 0.117 | 0.837 | — | in |
| 2026Q1 | 503 | 83 | 0.02 | 74% | 0.116 | 0.833 | — | in |
| 2025Q4 | 506 | 87 | 0.01 | 74% | 0.119 | 0.818 | — | in |
| 2025Q3 | 493 | 89 | 0.02 | 74% | 0.119 | 0.814 | — | in |
| 2025Q2 | 457 | 88 | 0.04 | 74% | 0.118 | 0.808 | — | entered |
| 2025Q1 | 426 | 87 | 0.00 | 74% | 0.114 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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